How do I associate internal matter name with client matter?

A firm's internal name and or/ID number can be added to matters for the purpose of searching and cross-referencing. This information is in addition to the client's matter name and number, not a replacement, and is not visible to your client or synced to their instances.

From anywhere in the Collaborati application, select the Matters tab.
The Matters screen opens with a list of client-authorized matter records.